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I'm 69 With $1 Million in an IRA. Is It Too Late for a Roth Conversion?
Legally, it's never too late to make a Roth conversion. You can do this at any time in life, in any amount, so long as you ...
Do you have too much of your money invested in the stock market?
Over the years, you may have seen advice in the financial media about the “60/40 portfolio,” which consists of 60% stocks and ...
24/7 Wall St11h
I Used to Think a 401(k) Was the Ultimate Retirement Account, Until I Learned These 10 Drawbacks
Whenever anyone thinks about a 401(k), there’s a pretty good chance it’s widely mentioned as one of the best retirement ...
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How to plan your retirement from age 20, 30 or 40 without feeling like you are sacrificing your present
Planning for retirement doesn't have to mean giving up your current lifestyle. By understanding the nuances of different retirement accounts and adopting strategic saving habits, you can secure a ...
24/7 Wall St. on MSN11h
I'm in the process of transferring my 401(k) but I keep hearing about Roth IRAs - should I do that instead?
When you leave a job, it’s generally a good idea to take your 401(k) plan with you. This doesn’t mean you should cash it out, ...
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IRS releases catch up Roth Guidance
The Internal Revenue Service (“IRS”) issued proposed regulations regarding the provisions of the SECURE 2.0 Act of 2022 (“SECURE 2.0”) that relate ...
Are 60/40 Portfolios Still Relevant Today?
As a general statement, if you believe in the U.S. economy and government, the 60/40 allocation should work well for most ...
5 common investing myths — debunked: Why you don't need thousands to own stocks
From thinking investing is like gambling to believing that cash is safer than stocks, these are some of the most persistent ...